HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$430M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.06M
3
+$918K
4
SO icon
Southern Company
SO
+$540K
5
DUK icon
Duke Energy
DUK
+$515K

Top Sells

1
+$1.14M
2
+$1M
3
+$594K
4
MDT icon
Medtronic
MDT
+$446K
5
MRK icon
Merck
MRK
+$443K

Sector Composition

1 Industrials 16.86%
2 Technology 16.35%
3 Healthcare 11.14%
4 Consumer Staples 10.43%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$105K 0.02%
283
177
$105K 0.02%
1,971
178
$100K 0.02%
1,074
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179
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180
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181
$95K 0.02%
160
182
$91K 0.02%
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183
$88K 0.02%
852
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184
$86K 0.02%
2,560
185
$85K 0.02%
6,274
186
$83K 0.02%
2,030
187
$83K 0.02%
48,010
188
$82K 0.02%
473
189
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190
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300
191
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192
$77K 0.02%
1,168
193
$76K 0.02%
732
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194
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195
$74K 0.02%
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196
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1,237
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197
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900
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198
$70K 0.02%
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199
$70K 0.02%
163
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200
$70K 0.02%
970
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